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  • Ultimate Guide to VA Outsourcing
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    Welcome - Completion
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    Know your why's and tips before starting - Completion
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    How to recruit a superstar virtual staff - Completion
    Getting ready for your new virtual assistant
    Getting ready for your new virtual assistant - Completion
    First 3 months with your staff
    What Success Looks Like Template
    Job Role Sheet Template
    Systems Template
    First 3 months with your staff - Completion
    First 6 months with your staff
    First 6 months with your staff - Completion
    You made it!
    You made it! - Completion
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  • All categories
  • Essential Skills
Financial Planning
  • Centrelink
  • Record of Advice
  • Retirement
  • Superannuation
  • Xplan Xtools+
  • WealthSolver
  • FP Admin Training
  • Foundations Training
  • Paraplanning Training
  • Mortgage Broking
  • Learning & Development
  • The Ultimate Guides
  • General Administration
  • Credit Analysis
  • Accounting & Bookeeping
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Completion requirements
  1. Job Role Sheet: https://www.dropbox.com/scl/fo/obblqxs2wkqsvhhtlxm1z/AP7_DGWf0mXjzVlGHM-fREU?rlkey=mehwgv2rujzqv0mxjkaozh0j3&dl=0
  2. Systems Document: https://www.dropbox.com/scl/fo/6gp0fjqhtkesiwujunhbq/ACIsuNJsP2wNWGO-vglteQw?rlkey=moug4o28pefz9l7pzrgtc2m74&dl=0
  3. What Success Looks Like document (WSLL): https://www.dropbox.com/scl/fo/t6d6uvpjhpexdr5w41xk9/AOZ6sUqy2PKEwUcliSC2ebo?rlkey=plvztj6fhm6ml7raput7ba28w&dl=0  
Last modified: Tuesday, 28 October 2025, 10:48 AM
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